Amara Raja Q1 FY27 results: Aug 10 date, FY26 snapshot

Stock and event snapshot

Amara Raja Energy & Mobility Ltd (NSE: ARE&MEQ, BSE: 500008) is set for a key August 2026 results milestone, with investors tracking both earnings and corporate actions. The company operates in the auto ancillaries segment, with batteries as the core product line. The upcoming board meeting and earnings date sit against a backdrop of FY26 financials that include exceptional income linked to an insurance claim.

As per the disclosed schedule, the company’s results day is August 10, 2026, with a related investor interaction planned the next day. The stock was referenced around ₹938.85 as CMP in the provided data, with another close cited at ₹931.70 (August 7). Market capitalisation was listed at ₹17,183.34 crore (and separately at ₹15,798 crore in a preview context).

Results date and investor call details

The company’s board meeting is scheduled for August 10, 2026 to consider the audited financial results and to recommend dividend for FY2026. The data also flags that the upcoming result date is “today”, aligned with August 10, 2026.

A Q1 FY27 investor call is scheduled for August 11, 2026 at 4:00 PM IST. For investors, this call typically helps clarify quarter drivers, segment trends, and capital allocation priorities, but the only confirmed detail here is the date and time.

FY26 performance in numbers

The audited consolidated picture for FY26 shows steady top-line growth with profitability supported by core operations and aided by an exceptional item. FY26 consolidated revenue grew 7.5% year-on-year to ₹13,814 crore.

Operating performance was summarised as FY26 EBITDA of ₹1,497.1 crore, translating to a 10.8% margin. Profitability for the year was reported as FY26 PAT of ₹895.8 crore, with a 6.5% margin.

On earnings per share, the provided data states EPS for FY2025-26 at ₹53.02 (standalone) and ₹48.95 (consolidated). A separate annualised EPS figure shown for Mar’26 is ₹48.94.

Q4 FY26: revenue jump and PAT surge

For the March 2026 quarter, the company reported a sharp improvement in net profit versus the year-ago quarter. Q4 FY26 consolidated revenue was about ₹3,530 crore, up nearly 15% year-on-year (also cited as +15.5% YoY in the data).

Q4 FY26 EBITDA was ₹385.5 crore, with an EBITDA margin of 10.9%. Q4 FY26 PAT was ₹314.3 crore, equating to an 8.9% margin, and was stated as up 94.5% year-on-year.

The “Quick Details” section also lists the previous quarter revenue at ₹3,535.7 crore (converted from ₹35,357 Mn) and the previous quarter PAT at ₹314.3 crore (converted from ₹3,143 Mn), alongside a previous quarter EBITDA margin of 10.9%.

Business mix: lead-acid dominance, New Energy still small

A key disclosure in the dataset is the revenue mix for Q4 FY26: 92% of revenue came from lead-acid batteries, with the remainder from the New Energy business. A separate margin datapoint indicates the lead-acid battery business margin at 12.2%.

For New Energy, the segment recorded ₹280 crore revenue in Q4 FY26. On a full-year basis, the New Energy business generated ₹808.71 crore revenue in FY26. The data also states that the segment reported a loss for FY26, but the loss figure is not provided in the supplied text.

Exceptional item: insurance settlement for Chittoor incident

FY26 results included an exceptional income item tied to an insurance claim. The company received an insurance settlement of ₹181.15 crore (net) for a fire accident at the Chittoor plant, and this was recorded as exceptional income in FY26.

The same FY26 summary also notes that this exceptional income was offset by a one-time gratuity cost, without quantifying the gratuity amount in the shared data.

Dividend and corporate action references

On corporate actions, the dataset states the company declared a dividend of ₹5.20 on July 27, 2026, and separately lists Ex-Dividend Date: Jul 27, 2026. It also shows “Forward Dividend & Yield 10.60 (1.14%)” as a platform-style metric.

In addition, the board meeting agenda for August 10, 2026 explicitly includes consideration of audited financials and a proposal to recommend dividend for FY2026.

Profit and loss table highlights (FY26 vs prior years)

The supplied profit and loss table (Rs in crores) shows the following reported metrics:

• Reported PAT for Mar’26: ₹895.77 crore, versus Mar’25: ₹944.67 crore.
• “Profit and Loss for the Year” for Mar’26: ₹640.46 crore, versus Mar’25: ₹833.60 crore.
• EPS (annualised) for Mar’26: ₹48.94, versus Mar’25: ₹51.61.

These figures sit alongside the FY26 consolidated summary in the dataset, which reports FY26 PAT as ₹895.8 crore (converted from ₹8,958 Mn), aligning closely with the reported PAT number in the table.

Key figures at a glance

What investors are tracking into the print

One analyst note in the provided text frames Q1 FY27 as a period where New Energy is “unlikely to be an earnings breakout”, and attention may stay on whether the core lead-acid business protects margins while investments continue in EV-related areas. Another data snippet highlights that Q4 OEM volumes grew over 30%, while replacement demand was 5% to 6%, and flags monitoring whether growth normalises toward a mid- to high-single-digit FY27 outlook.

Separately, an estimates table in the provided content lists a Q1 FY27E revenue range of ₹3,671 to ₹4,224 crore and PAT estimate of ₹218 to ₹277 crore, with a 12-month target range of ₹950 to ₹1,062 attributed to “Uniresearch” in the text. These are third-party estimates included in the supplied material, not company guidance in the excerpt.

Conclusion

Amara Raja Energy & Mobility’s August 10, 2026 board meeting and results date brings focus back to FY26 audited financials, dividend consideration, and the company’s operating mix led by lead-acid batteries. FY26 closed with ₹13,814 crore revenue, ₹1,497.1 crore EBITDA, and ₹895.8 crore PAT, alongside a ₹181.15 crore net insurance settlement recorded as exceptional income. The next confirmed milestone after results day is the August 11, 2026 investor call, where management commentary will be closely tracked for segment updates and execution priorities.